Kovitz Investment Group Partners, LLC Jpmorgan Chase & CO Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 532,446 shares of JPM stock, worth $156 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
532,446
Previous 532,446 -0.0%
Holding current value
$156 Million
Previous $131 Million -0.0%
% of portfolio
0.72%
Previous 0.72%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$225.19 - $279.95 $235 Million - $292 Million
-1,041,469 Reduced 66.17%
532,446 $131 Million
Q4 2024

Feb 14, 2025
BUY
$205.18 - $250.29 $157 Million - $191 Million
763,106 Added 94.12%
1,573,915 $377 Million
Q3 2024

Nov 14, 2024
SELL
$194.9 - $224.8 $22.3 Million - $25.8 Million
-114,644 Reduced 12.39%
810,809 $171 Million
Q2 2024

Aug 14, 2024
BUY
$180.08 - $204.79 $13.8 Million - $15.7 Million
76,559 Added 9.02%
925,453 $187 Million
Q1 2024

May 14, 2024
BUY
$167.09 - $200.3 $3.01 Million - $3.61 Million
18,027 Added 2.17%
848,894 $170 Million
Q4 2023

Feb 07, 2024
SELL
$135.69 - $170.3 $1.47 Million - $1.84 Million
-10,811 Reduced 1.28%
830,867 $141 Million
Q3 2023

Nov 09, 2023
SELL
$143.21 - $158.0 $28.7 Million - $31.7 Million
-200,701 Reduced 19.25%
841,678 $122 Million
Q2 2023

Aug 08, 2023
BUY
$127.47 - $145.44 $4.14 Million - $4.72 Million
32,462 Added 3.21%
1,042,379 $152 Million
Q1 2023

May 11, 2023
BUY
$124.91 - $143.8 $4.42 Million - $5.09 Million
35,377 Added 3.63%
1,009,917 $132 Million
Q4 2022

Jan 19, 2023
SELL
$101.96 - $137.84 $2.04 Million - $2.76 Million
-19,990 Reduced 2.01%
974,540 $131 Million
Q3 2022

Nov 09, 2022
BUY
$20.73 - $120.58 $7.27 Million - $42.3 Million
350,726 Added 54.48%
994,530 $104 Million
Q2 2022

Aug 02, 2022
BUY
$112.61 - $135.91 $3.29 Million - $3.97 Million
29,185 Added 4.75%
643,804 $72.5 Million
Q1 2022

Apr 22, 2022
BUY
$128.3 - $168.44 $1.32 Million - $1.73 Million
10,260 Added 1.7%
614,619 $83.8 Million
Q4 2021

Feb 04, 2022
BUY
$153.94 - $171.78 $1.48 Million - $1.66 Million
9,641 Added 1.62%
604,359 $79.1 Million
Q3 2021

Oct 28, 2021
SELL
$146.97 - $166.98 $327,890 - $372,532
-2,231 Reduced 0.37%
594,718 $97.3 Million
Q2 2021

Aug 04, 2021
BUY
$147.37 - $166.44 $6.94 Million - $7.83 Million
47,069 Added 8.56%
596,949 $92.8 Million
Q1 2021

May 06, 2021
SELL
$125.65 - $157.65 $6.54 Million - $8.21 Million
-52,089 Reduced 8.65%
549,880 $83.7 Million
Q4 2020

Feb 12, 2021
SELL
$96.54 - $127.07 $643,825 - $847,429
-6,669 Reduced 1.1%
601,969 $76.5 Million
Q3 2020

Nov 10, 2020
BUY
$91.28 - $103.82 $11.4 Million - $13 Million
124,866 Added 25.81%
608,638 $58.6 Million
Q2 2020

Aug 12, 2020
BUY
$84.03 - $113.45 $461,072 - $622,500
5,487 Added 1.15%
483,772 $45.5 Million
Q1 2020

May 15, 2020
BUY
$79.03 - $141.09 $674,283 - $1.2 Million
8,532 Added 1.82%
478,285 $43.1 Million
Q4 2019

Feb 13, 2020
SELL
$111.82 - $139.4 $259,757 - $323,826
-2,323 Reduced 0.49%
469,753 $65.5 Million
Q3 2019

Nov 14, 2019
SELL
$104.8 - $120.23 $19 Million - $21.8 Million
-181,682 Reduced 27.79%
472,076 $55.6 Million
Q2 2019

Aug 14, 2019
SELL
$104.64 - $116.12 $8.73 Million - $9.68 Million
-83,401 Reduced 11.31%
653,758 $73.1 Million
Q1 2019

May 15, 2019
BUY
$97.11 - $107.19 $2.5 Million - $2.76 Million
25,759 Added 3.62%
737,159 $74.6 Million
Q4 2018

Feb 14, 2019
BUY
$92.14 - $115.32 $9.99 Million - $12.5 Million
108,399 Added 17.98%
711,400 $69.4 Million
Q3 2018

Nov 14, 2018
SELL
$103.61 - $118.63 $1.13 Million - $1.29 Million
-10,872 Reduced 1.77%
603,001 $68 Million
Q2 2018

Aug 14, 2018
SELL
$103.24 - $114.29 $4.79 Million - $5.3 Million
-46,354 Reduced 7.02%
613,873 $64 Million
Q1 2018

May 15, 2018
SELL
$107.01 - $118.77 $20.2 Million - $22.4 Million
-188,738 Reduced 22.23%
660,227 $72.6 Million
Q4 2017

Feb 14, 2018
SELL
$95.86 - $107.83 $5.51 Million - $6.2 Million
-57,464 Reduced 6.34%
848,965 $90.8 Million
Q3 2017

Nov 14, 2017
BUY
$88.42 - $95.51 $80.1 Million - $86.6 Million
906,429
906,429 $86.6 Million

Others Institutions Holding JPM

# of Institutions
5,268
Shares Held
2.05B
Call Options Held
23.3M
Put Options Held
27M
View Full List

About JPMORGAN CHASE & CO

JPM Quotes by TradingView
  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $859B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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